Critical Resources

This AI power trade is moving higher — explore the trend, key drivers, and what investors should consider if they want to get on board.

Get the latest megatrend update on how to partner with the U.S. government and make a lot of money, with insights on opportunities and strategies.

Break out, advance, consolidate. Break out, advance, consolidate. Rinse and repeat. That is the classic behavior of a multi-year bull market. Prices move into new, higher territory (the breakout), the trend rallies and makes the longs a lot of money (advancement), and then the trend takes a breather, moves sideways, and digests the gains (consolidate).

AI bulls can start 2026 with a spring in their step. After all, the VanEck Semiconductor ETF (SMH) is trading at an all-time high, and they are winning the great “AI Boom or AI Bust” debate.

As we head into 2026, we can look at the chart of the Range Nuclear Renaissance ETF (NUKZ) and say, “It’s still a bull market in nuclear energy investments.”

“Many critical resource projects take 5 – 10 years to go from an idea on paper to producing raw materials. So, when a resource market trends in one direction, the trend tends to last for years.”